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Altigo Debuts Marketplace for RIAs to Digitally Source & Allocate to Alts

June 25, 2020

Altigo Debuts Marketplace for RIAs to Digitally Source & Allocate to Alts June 25, 2020 WealthForge announced today the release of Altigo Marketplace, which reinvents the way registered investment advisors conduct the discovery of and allocation to alternative investments by modernizing the industry’s outdated, cumbersome paper-based processes. The RIA Marketplace is an expansion of Altigo’s …

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iCapital Network acquires Wells Fargo alternative investments feeder fund platform

June 19, 2020

iCapital Network acquires Wells Fargo alternative investments feeder fund platform June 18, 2020 | WealthAdvisor As a part of the transaction, Wells Fargo is making a strategic investment in iCapital under the terms of iCapital’s latest fundraising round. Wells Fargo’s alternative investment feeder fund platform supports a full suite of alternative solutions, including private equity, …

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WealthForge Expands Altigo Sales Team with 2 New Hires

June 19, 2020

WealthForge Expands Altigo Sales Team with 2 New Hires June 17, 2020 | Ryan Gunn | WealthForge Richmond, VA -- WealthForge, a financial technology service provider that offers solutions for alternative investment trade processing automation, has hired Skip Carleton as Enterprise Account Executive and Jack Armstrong as Sales Development Representative. In their new roles, Carleton …

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COVID-19 Impact Mitigation for 3 Popular Real Estate Investment Types

June 15, 2020

COVID-19 Impact Mitigation for 3 Popular Real Estate Investment Types April 15, 2020 | Kyle Engelken | WealthForge During the tumultuous economic period caused by the coronavirus pandemic, there are a myriad of indicators of public market performance. The Dow Jones Industrial Average1 had its largest single day drop in history, and the Federal Reserve …

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Riskalyze Announces "Fearless Week 2020"

June 9, 2020

Fearless Week 2020 will be held August 11th - 14th, 2020 and feature approximately six hours of daily content including “main stage/all audience” blocks and...

Pershing's Alternative Investment Solutions

May 28, 2020

Pershing provides a platform accommodating thousands of alternative investments—delivering an enhanced client experience and transparency to provide you with a clear, competitive advantage.

New! CNB Is Now Able to Custody Precious Metals

May 28, 2020

Looking for even further diversification for your clients? CNB will now custody precious metals! For years, experts have recommended physical gold and silver as part of a portfolio diversification strategy and potential hedge...

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Gregory De Jong, CFP, Co-Founder of Paragon Advisors, LLC.
July 7, 2015
    

Blue Vault is just what advisors need to size up the different offerings in the nontraded REIT market. Just as importantly, it’s what the industry needs to encourage best practices among REITs.